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Engagement Letter & Questionnaire

We provide our individual tax clients with an enagement letter and tax questionnaire each year.  The engagement letter outlines the services being provided.  Although the questionnare seems tedious and lengthy, it gives us valuable information and insights to your tax situation. Starting your income tax preparation with the right information not only saves us time, but also save you money! 

To print and complete, use these links:

Engagement Letter

Tax Questionnaire 

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Gregory & Associates, CPAs, PC 2021